Review of TPlanz: Team Workload Planning and Financial Overview Tool

Overview

TPlanz is a tool designed to help teams manage their workload efficiently. It offers a free workload planner and a premium feature that provides a financial high-level view, bridging the gap between task management and accounting software.

The platform aims to solve common issues faced by teams when managing and maintaining quarterly and yearly plans, such as outdated documents and lost historical data.

User Experience

TPlanz emphasizes a user-friendly experience, with features designed to streamline team resource planning. The free workload planner allows teams to plan their workload without storing data on TPlanz's servers, ensuring privacy.

The premium feature, Financial High-Level View, integrates data from QuickBooks and time tracking software, offering a comprehensive overview of project financial metrics.

Free Version

TPlanz offers a free workload planner that does not store data on their servers. This version is ideal for teams looking to manage their workload without committing to a paid service.

Data entered in the free version is automatically saved to the user's browser, but clearing browser history will result in data loss.

Premium Version

The premium version includes additional features such as Financial High-Level View, which provides a comprehensive overview of project financial metrics. This version allows users to save their data without the risk of losing it due to browser history clearing.

For pricing details of the premium version, users are advised to contact TPlanz directly at [email protected].

Free Workload Planner

The free workload planner is a key feature of TPlanz, allowing teams to efficiently plan their workload without the need for data storage on TPlanz's servers.

This feature is designed to be user-friendly, with data automatically saved to the user's browser.

Financial High-Level View

The premium feature, Financial High-Level View, is a powerful tool that integrates data from QuickBooks and time tracking software to provide a high-level overview of project financial metrics.

This feature is particularly useful for architecture and engineering managers who need to step above task management and avoid getting bogged down in accounting details.

Data Loss in Free Version

One common issue users might face with the free version of TPlanz is data loss if they clear their browser history. This is because data in the free version is saved locally in the browser.

To avoid this issue, users can opt for the paid version, which allows for data saving without the risk of loss.

Integration Challenges

While TPlanz offers integration with QuickBooks and time tracking software, some users might encounter challenges in setting up these integrations, especially if they are not familiar with the process.

For assistance with integration, users can contact TPlanz customer support.

Support Channels

TPlanz provides customer support through email at [email protected]. This channel is available for users to ask questions, report issues, and seek assistance with the platform.

The support team aims to address user queries and issues promptly to ensure a smooth user experience.

Response Time

While specific response times are not detailed, TPlanz encourages users to contact them for any issues or questions they might have. The expectation is that the support team will respond in a timely manner to help resolve any problems.